Chris Macintosh Blog | Why Would Any Sane Investor Even Look At This? | Talkmarkets - Page 4
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Baptized into the world of business and travel at a young age I’ve subsequently lived in multiple countries, traveled to many more and built myself a small fortune investing in businesses and markets that I spend an extraordinary amount of time doing due diligence on.

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Why Would Any Sane Investor Even Look At This?

Date: Saturday, December 17, 2016 12:58 PM EDT

Now from CNBC:

"It would also lead to infrastructure investments in Mongolia, including the development of a railway that could link into the Chinese rail network and deliver coal to destinations throughout China."

That, folks, is the same railroad.

Here's the bottom line. Politics always matters and the politics in Mongolia changed recently. You'd be well served to understand who is in power and what their motivations may be.

As Mark Yusko, the brilliant mind behind Morgan Creek Capital, remarked to me: "You can make a lot of money when things go from awful to merely bad."

Oh, and before you ask... Yes, I'm fully aware it's up 3x but if you're buying a bankrupt Mongolian miner with a reward potential of only 3x you need your head examined.


Mongolia has a huge amount of problems ahead of them. They'll probably default on their debt, be bailed out by the IMF, and who knows what else but things just went from goddamned awful to less bad and the political motivations favour one company right now.


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The Insider program is up and running. You can hunt it down here. It's not for everyone, it doesn't have some quantum code, revealing secrets from Richy Rich (they don't exist - the secrets, that is), and it absolutely won't solve your problems if you're down to the last few thousand bucks looking to buy that McMansion. If that's your problem then go read what I wrote about the easy, uncomplicated road to riches.

If, on the other hand, you would like to know about some of the most asymmetric opportunities that my team and I find and how to trade them, then it's probably something you'd be interested in.

- Chris

PS: Please note that I've disclosed my interests in this company.

"You can make a lot of money when things go from awful to merely bad." — Mark Yusko

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